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Financial Analyst

Location Dedham, Massachusetts Req. Number200639 Category Finance and Accounting, Corporate Full/Part Time F Shift 1st Shift


Financial Analyst in Wealth Management is responsible in broad terms for supporting the financial reporting, forecasting, budgeting and performance analysis of Wealth Management.  The scope of the role includes participation in the month-end financial close process, reporting of monthly financial results, researching monthly variances and supporting the monthly forecast, annual budgeting processes. 

Specific responsibilities include:

  • Complete monthly financial close process via review of financial results with identification and coordination of necessary adjustments to ensure accuracy

  • Analysis of actual monthly results compared to forecast / budget. Identification and research of variance drivers do develop insightful explanation of financial and business results.

  • Completion of the monthly financial performance reporting for use in monthly review of business results with senior finance and line of business management

  • Development & production of executive reporting 

  • Identifying and driving process improvements, including improvement in management / organization of metric data for wealth management, creation of standard and ad-hoc reports

  • Contribute creation of the budget packages that document key assumptions

  • Maintenance of reporting hierarchies to align financial reporting with changes in the business

  • Analysis and reporting of Wealth Management cost allocations

  • Ad-hoc projects as necessary


  • 2+ years experience in financial reporting, analysis or accounting, preferably in a Financial Services organization
  • Solid analytical skills and the ability to succinctly communicate financial issues both verbally and in writing
  • Ability to work on multiple deliverables within tight deadlines
  • Ability to develop and use financial models in Excel
  • Ability to develop and deliver financial presentations
  • Proficiency with Microsoft Excel, PowerPoint, and EssBase


  • ·Bachelors degree in accounting, finance or related discipline is required 

Hours & Work Schedule
Hours per Week: 40 Hours
Work Schedule: Monday through Friday


Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

Equal Employment Opportunity

It is the policy of Citizens Bank to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer/Disabled/Veteran

Citizens Bank is a brand name of Citizens Bank, N.A. and each of its respective subsidiaries.